Investment Q&A

Q: Hi Peter, my son was looking at starting a FHSA investment portfolio. I was thinking of having him start with a small position in NVDA as one of his holdings, would this be a good suggestion seeing that the shares have fallen since the split or would there be better stocks for such an account and if you could suggest some it would be appreciated. Thanks

Q: we are going to start a resp for a grandchild so will probally have some 17 years to work . what top 3 growth companies in the u.s. and 3 in canada also would you start to look at today which you like for the long term.

Q: Hi looking for US company suggestions. Growth focussed. 5-10 years

I currently hold GOOG, NVDA, ISRG, LLY, AMZN, CROX.

I have room for 2 full positions and 1 half.
I’d appreciate your top 5 stocks in order based on my current holdings. Thank you

Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx

Q: As a senior, I found the AI revolution quite confusing with so many companies involved. I wanted to understand their roles better before investing more. The explanations I found on Google were too technical and didn’t give me a clear picture. Then I discovered Bing and Meta AI, which were very helpful. I asked them to explain each company’s work using everyday analogies. Meta AI used the construction of a vehicle to illustrate each company’s role, and I found it much easier to understand. It was so interesting that I wanted to share it. Thanks!

Here's an analogy using the construction of a vehicle to explain the work of the above AI companies:

1. _NVDA (NVIDIA)_: Engine manufacturer (GPUs) - Provides the powerful engine (compute power) that drives the vehicle (AI system).

2. _AVGO (Broadcom)_: Electrical system supplier - Ensures seamless connectivity and communication between various vehicle components (devices and systems).

3. _SMCI (Super Micro)_: Chassis manufacturer - Builds the strong foundation (servers) that supports the vehicle's (AI system's) components.

4. _ARM (Arm Holdings)_: Vehicle architect - Designs the efficient and powerful blueprint (chip architectures) for the vehicle's engine and other components.

5. _PLTR (Palantir)_: Data analyst - Helps the vehicle's (organization's) mechanics understand and optimize performance by analyzing complex data.

6. _ASML (ASML Holding)_: Precision toolmaker - Creates ultra-accurate machinery (lithography machines) that crafts tiny, precise components (chips) for the vehicle.

7. _TSMC (Taiwan Semiconductor)_: Chip manufacturer - Builds the intricate silicon components (chips) that power various vehicle systems.

8. _VRT (Vertiv)_: Power and cooling specialist - Ensures the vehicle's (AI system's) engine and components receive reliable power and cooling, preventing overheating and damage.

In this analogy, each company plays a vital role in constructing and optimizing the vehicle (AI system), from designing and building components to ensuring efficient performance and maintenance

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Hi - are you aware of Cerebras and that its chips could rival Nvidia? Any views? Thanks

Q: Hi group what's you top pick in each of the 6 main sectors regardless of US.Canada also what's a good entry point after the latest market turbulence / most potential for recovery and value appreciation with low to moderate risk. going fwd ...Thanks

Q: Price change one month--Goog -8.37%,Nvda -2.34% ,Amzn +5.16%. I hold all 3. Is it timely to add?Please rank in order of Best first.Please advise good entry price of their Cdr,i.e. Can$. Txs for U usual great services & views.

Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.

Q: A week back or so you stated one might be lucky to get NVDA at 110, and now it appears to be approaching the 95 support level back in the spring. I realize these type of questions are predictive in nature, but here goes, what do you see as a long term floor for entry into NVDA.

Also please provide valuation metrics if it hits this target,
Thx

Q: Hi 5i

I have less than 1% in VEEV and have become frustrated with it after 3 years. I noticed that in an answer in June, someone at 5i held it, but an answer in August did not include the disclosure. So either it was sold or it was an oversight. Can you say which?
With the pullback in NVDA ($102) I'm getting very tempted to punt VEEV (S214) and use the proceeds and some of my cash pile to pick up NVDA. Would appreciate your thoughts.

Greg

Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.

Q: Please discuss NVDA’s recent decline? Does this validate selling/trimming? Thanks

Q: What do you make of the escalation of the anti-trust probe (Bloomberg) and any others issues you may know of and their impact on the stock - neutral, delayed, negligible, significant, etc. Thanks

Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.

Q: I have been living under a rock during all this AI frenzy, is NVDA exploring and expanding for the post AI era, or are they “all in” with chips and AI?

Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you

Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Q: Good morning,

Can I please get your thoughts regarding the likelihood of a strong bounce for SMCI after the dust settles from the Hindenburg report and delayed filing brouhaha? Is it likely that they still go ahead with the 10:1 planned stock split? Thanks. Brad